Our History

PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure retirement solution with no hidden agenda. In short, a true fiduciary-friendly platform. From day one PCS had a vision of complete transparency long before it was mandated or required. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plans available. Our focus on the client’s needs has built the strong foundation that keeps PCS growing today.

THE PCS TIMELINE

PCS was founded by tax and ERISA attorneys to provide sophisticated retirement programs for the corporate, professional and governmental markets. The timeline below displays a few of the many milestones that have marked PCS’ significant growth.

2001

PCS is founded by the tax & ERISA attorneys at Dilworth Paxson, LLP.

2002

PCS Offers offset of any mutual fund revenue received and pioneers full fee disclosure 7 years before it was mandated by the Department of Labor.

2003

PCS is designated as one of three recordkeepers recommended by TD Waterhouse Institutional
Services.

2004

PCS is designated as 1 of 4 recordkeepers to become part of Ameritrade's TPA Network.

2005

PCS is first to market and offer managed accounts in the defined contribution space.

2005

PCS is selected as the exclusive provider of 401(k) recordkeeping services for the
nation's largest independent investment management firm.

2006

Based on the results of a survey published by Sponsor Magazine, from 2005 to 2006 PCS is 1 of 5 fastest growing daily-valuation 401(k) recordkeepers in the United States.

2007

October 2007 : PCS is among the first plan providers to offer ETFs in the 401(k) market and first to offer ETFs through broker/dealer channels.

2015

INTERESTED IN LEARNING MORE ABOUT PCS? READ THE PCS STORY!

About PCS

PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one PCS had a vision of complete transparency, which has allowed us to be an industry leader in the retirement plan industry. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plans available. Our focus on the client’s needs has built the strong foundation that keeps PCS growing today.